New in practice - first client!
Options
Psyche
Registered Posts: 187 Dedicated contributor 🦉
Hello all, and thanks in advance for what I am sure will be your valuable advice 
I am starting up in practice and have my first client. He has the old story that his current accountants seem to have done a rubbish job and he wants me to take over. He says there is a form to fill out to compel the old accountants to turn over all his paperwork to me, can anyone point me in the direction of this form?
Thanks!
~Psyche
I am starting up in practice and have my first client. He has the old story that his current accountants seem to have done a rubbish job and he wants me to take over. He says there is a form to fill out to compel the old accountants to turn over all his paperwork to me, can anyone point me in the direction of this form?
Thanks!
~Psyche
0
Comments
-
go onto the hmrc website and on the search bar put in 64/8, once he has signed this and you have submitted this to the HMRC then you can write a professional letter to his old accountants asking them for everything to do with his accounts.....ie. last years accounts upto date records for payroll and everything else..0
-
OK so it's not a specific form, you just write to the accountants and ask for it?
I know about the one to HMRC, thanks!0 -
nope doesnt seem like nothing out of the ordinary that you need to be writing for....0
-
Hi Psyche, did you not do the Professional Ethics when studying AAT? Professional clearance is covered and there's a example of a letter in the book. Basically you need to request professional clearance as well as copies of accounts, tax returns etc0
-
speaking about that. i never did eithics in my course. which i was gutted about,because i love eithics !!0
-
mark130273 wrote: »speaking about that. i never did eithics in my course. which i was gutted about,because i love eithics !!
Mark, what exactly is eithics?!......................................sorry couldn't resist :tongue_smilie:0 -
mark130273 wrote: »speaking about that. i never did eithics in my course. which i was gutted about,because i love eithics !!
? really0 -
Ethics isn't a unit on the NVQ route0
-
No, I did not do ethics, which is a shame. I understand though that once you have finished your AAT qualification you can go back and take any modules that you missed. I may do that because I do think EVERY AAT technician should have this module, not just the diploma students.0
-
-
mark130273 wrote: »oh rollocks.............typo number 24,678:laugh:
Are you doing an NVQ or a Diploma in tryping errots, Mark
0 -
farmergiles wrote: »Are you doing an NVQ or a Diploma in tryping errots, Mark
why ? do you think im going to pasd then ?:laugh:0 -
farmergiles wrote: »Are you doing an NVQ or a Diploma in tryping errots, Mark
You would pass both with a distinction....bless:001_wub:0 -
Categories
- All Categories
- 1.2K Books to buy and sell
- 2.3K General discussion
- 12.4K For AAT students
- 268 NEW! Qualifications 2022
- 146 General Qualifications 2022 discussion
- 9 AAT Level 2 Certificate in Accounting
- 46 AAT Level 3 Diploma in Accounting
- 67 AAT Level 4 Diploma in Professional Accounting
- 8.8K For accounting professionals
- 23 coronavirus (Covid-19)
- 269 VAT
- 90 Software
- 271 Tax
- 133 Bookkeeping
- 7.1K General accounting discussion
- 196 AAT member discussion
- 3.8K For everyone
- 38 AAT news and announcements
- 345 Feedback for AAT
- 2.8K Chat and off-topic discussion
- 578 Job postings
- 16 Who can benefit from AAT?
- 35 Where can AAT take me?
- 42 Getting started with AAT
- 26 Finding an AAT training provider
- 48 Distance learning and other ways to study AAT
- 25 Apprenticeships
- 66 AAT membership